Virtus Investment Partners adds systematic and multi-asset portfolio management capabilities

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HARTFORD, Conn., July 27, 2022 /PRNewswire/ — Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-manager asset management business, has expanded its investment capabilities to include systematic quantitative investing and multi-manager allocation. assets with the addition of two experienced portfolio managers teams within Virtus Investment Advisers.

Virtus Systematic uses a cutting-edge technology platform powered by artificial intelligence and natural language processing. The team’s process incorporates a proprietary investment return forecasting model that combines behavioral factors with intrinsic and valuation factors. Kunal GoshChief Investment Officer and Senior Managing Director, leads the team, together with three other experienced investment professionals, Lu YuManaging Director and Senior Portfolio Manager, Jie WeiDirector and Senior Portfolio Manager, and Yang Zhangdeputy director and data scientist.

Virtus Multi-Asset assesses market developments, macroeconomic and other factors to dynamically allocate between asset classes while integrating environmental, social and governance factors into their investment process. The team is made up of three experienced investment professionals, Paul PietranicoCFA, Chief Investment Officer and Senior Managing Director, Heather BergmanPh.D., Managing Director and Senior Portfolio Manager, and Michael Rothsteindirector and portfolio manager.

“The Systematic and Multi-Asset teams further expand our investment capabilities, enabling us to continue to provide individual and comprehensive investment solutions to our clients,” said George R. Aylward, President and CEO of Virtus. “The Systematic team’s use of an AI-based quantitative process to generate alpha, and the Multi-Asset team’s specialization in asset allocation strategies that offer “differentiated investment strategies, have proven to be distinguishing factors for their clients. We look forward to making these investment strategies available to institutional and individual investors and expanding their strategies to other asset classes and investment vehicles.” .”

Virtus Systematic manages US and non-US investment strategies across the market capitalization spectrum for institutional and retail clients. These strategies are available to clients in several investment vehicles, including individually managed accounts as well as the Virtus Emerging Markets Opportunities Fund (I:AOTIX), the Virtus Small-Cap Fund (I:AZBIX) and the Virtus International Small -Cap Fund (I: ALOIX).

Virtus Multi-Asset’s Pietranico and Bergman are the portfolio managers of Virtus Global Allocation Fund (I: PALLX), which they have managed since 2009 and 2017, respectively, with a former sub-advisor, and the team provides recommendations from Asset allocation for the CollegeAccess 529 plan. Ghosh is also a portfolio manager for the equity arm of the Global Allocation Fund.

About Virtus Investment Partners, Inc.
Virtus Investment Partners (NASDAQ: VRTS) is a distinctive partnership of specialist investment managers uniquely committed to the long-term success of individual and institutional investors. We offer investment management products and services from our affiliate managers, each with a distinct investment style and independent investment process, as well as selected sub-advisors. Investment solutions are available across multiple disciplines and product types to meet a wide range of investor needs. Additional information about our company, our investment partners and our strategies can be found at virtus.com.

Important Risk Considerations
Allocation: The risk that the portfolio’s exposure to equities and fixed income securities, or to different asset classes, may deviate from the intended allocation or may not be optimal for market conditions at any given time. Issuer risk: The Portfolio will be affected by factors specific to the issuers of securities and other instruments in which the Portfolio invests, including actual or perceived changes in the financial condition or business prospects of such issuers. Underlying fund risk: The portfolio will be indirectly affected by factors, risks and performance specific to any other portfolio in which it invests. Debt instruments: Debt securities are subject to higher levels of credit and liquidity risk, may be speculative and may lose value due to changes in interest rates or the deterioration or default of an issuer or ‘compensation. Interest rate: The values ​​of debt securities may rise or fall in response to changes in interest rates, and this risk may be increased for securities with longer maturities. Derivatives: Derivatives may include, but are not limited to, futures, options, futures and swap agreements and may be used to hedge portfolio risk, create leverage or attempt to increase returns. Investments in derivatives may result in increased volatility and the portfolio may suffer a greater loss than its primary investment. Market volatility: Local, regional or global events such as war, acts of terrorism, the spread of infectious diseases or other public health issues, recessions or other events could have a significant impact on the portfolio and its investments , including by impeding the ability of the portfolio manager(s) to invest portfolio assets as intended. Sustainable investment: Because the portfolio focuses on investing in companies that the manager believes have strong environmental, social and corporate governance records, the portfolio’s investment universe may be smaller than that of other portfolios and broad benchmarks. Equity securities: The market price of equity securities may be adversely affected by events specific to financial markets, the industry or the issuer. Focusing on a particular style or on small or medium-sized companies can increase this risk. Foreign and emerging markets: Investing in foreign securities, particularly in emerging markets, exposes the portfolio to additional risks such as increased volatility, currency fluctuations, lower liquidity and political, regulatory, economic and market risks.

Past performance is not indicative of future results and current performance may be higher or lower than the performance indicated. Investment return and principal value will fluctuate so your shares, when redeemed, may be worth more or less than their original cost.

The program manager and underwriter of the CollegeAccess 529 plan is VP Distributors LLC, One Financial Plaza, Hartford, Connecticut 06103, 1-800-243-4361. The plan is issued by the South Dakota Higher Education Savings Trust.

Please consider a fund’s investment objectives, risks, charges and expenses carefully before investing. For this and other information about any Virtus fund, contact your financial representative, call 800-243-4361 or visit virtus.com for a prospectus or a simplified prospectus. Read it carefully before investing.

Virtus mutual funds are distributed by VP Distributors, LLCmember FINRA and subsidiary of Virtus Investment Partners, Inc.

SOURCE Virtus Investment Partners, Inc.


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